Corporate Financial Solutions, Inc. (Irondale)

Corporate Financial Solutions, Inc. is an investment adviser to an investment company based in Irondale. It manages $69.85 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Alabama, California, Florida, and 5 other states.

Corporate Financial Solutions provides portfolio management for investment companies, portfolio management for businesses and institutional clients, and portfolio management and advisory consulting services for credit unions. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Corporate Financial Solutions: assets under management

The assets under management (AUM) of Corporate Financial Solutions, Inc. is $69.85 million. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $63.16 million in discretionary accounts and $6.69 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $63.16 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $6.69 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Corporate Financial Solutions, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Corporate Financial Solutions, Inc.

Thomas D Bonds has been acting as President since 1 Dec 2005. Rachel Miller Dodson joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Corporate America Credit Union	Owner	1 Dec 2005	75% - 100%	63-0826485
Thomas D Bonds	President/ceo & director	1 Dec 2005	Other	5861808
Larry D Morgan	Director	1 Dec 2005	Other	5115128
Tommy Cobb	Director	1 Dec 2005	Other	5874515
Thomas Dewayne Bonds	President/ceo & director	1 Dec 2005	Other	5861808
Larry Don Morgan	Director	1 Dec 2005	Other	5115128
Tom Murray Cobb	Director	1 Dec 2005	Other	5874515
Benjamin F Hayley	Chief compliance officer	1 Dec 2010	Other	1215574
Benjamin Freeman Hayley	Chief compliance officer	1 Dec 2010	Other	1215574
Phillip Alan Blankenship	Director	1 Nov 2011	Other	5637943
Stephen Keith Swofford	Director	1 Nov 2011	Other	6007813
James Porter Phillips	Director	1 Apr 2012	Other	6062995
Benjamin Freeman Hayley	President & ceo and chief compliance officer	1 Jun 2012	Other	1215574
David Alan Filby	Vice president	1 Jun 2013	Other	2628643
Barbara Lynne Medley	Compliance officer	1 Jun 2013	Other	6201199
Shirley Suzanne Senn	Vice president	1 Jun 2013	Other	2116709
Barbara Lynne Medley	Chief compliance officer	1 Jul 2013	Other	6201199
David Alan Filby	President & ceo	1 Jul 2013	Other	2628643
Melissa Gayle Mantooth	Compliance officer	1 Jul 2013	Other	6225251
Allison Murray Cobb	Compliance officer	1 Jul 2013	Other	6228621
Rachel Miller Dodson	Chief compliance officer	1 Oct 2013	Other	6265875

Based in Irondale

The principal office where Corporate Financial Solutions, Inc. performs its advisory services is located at 4365 Crescent Road, Irondale, AL 35210 The mailing address of the firm is P.O. Box 101715, Irondale, AL 35210. It doesn’t run an office outside of the United States.